See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,347 | $114,381-44.6% | $107,525-41.1% | $142,382-55.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 19.96% | 242.71%-222.7pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,770 | $4,015-31.0% | $3,754-26.2% | $4,299-35.6% |
| Participant deferral / active EE | $6,181 | $5,564+11.1% | $5,116+20.8% | $6,507-5.0% |
| Admin fee / account holder | $5,639 | $9,860-42.8% | $8,919-36.8% | $12,624-55.3% |